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Personal Line Account Executive

CivicMinds, Inc
Orlando, FL Full Time
POSTED ON 1/28/2025 CLOSED ON 2/2/2025

What are the responsibilities and job description for the Personal Line Account Executive position at CivicMinds, Inc?

Responsibilities:


  • Client Assessment: Conduct thorough evaluations to understand the unique insurance needs of individuals and families.
  • Policy Recommendations: Provide expert guidance and recommend tailored insurance coverage options to meet clients' specific requirements.
  • Relationship Building: Foster long-term relationships with clients by offering exceptional service and ongoing support throughout their insurance journey.
  • Sales Generation: Promote a range of insurance products to both new and existing clients to achieve sales targets and drive business growth.
  • Policy Management: Oversee the management of policy documentation, including endorsements, renewals, and cancellations, ensuring accuracy and timely processing.


Requirements:


  • Licensing: Must hold an active Florida 20-44, 2-20, or 4-40 insurance license.
  • Experience: A minimum of 2 years of proven experience in personal insurance sales.
  • Sales Skills: Strong track record of meeting or exceeding sales targets in a competitive environment.
  • Customer Focus: Excellent customer service skills and a sincere desire to assist clients with their insurance needs.
  • Communication: Exceptional verbal and written communication skills, with the ability to clearly explain insurance products and services.
  • Attention to Detail: Strong ability to assess client needs accurately and provide customized insurance solutions with a high level of precision.

Salary : $55,000 - $60,000

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